Concurrent Investment Advisors’s Mastercard MA Stock Holding History

Concurrent Investment Advisors’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.7M	Buy
2025 Q2	$13.5M	Buy
2025 Q1	$12.3M	Buy
2024 Q4	$9.08M	Sell
2024 Q3	$8.86M	Buy
2024 Q2	$7.47M	Buy
2024 Q1	$6.65M	Buy
2023 Q4	$4.23M	Buy